WGJJS的个人主页 - 老虎社区

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2020-12-08

$华润万象生活(01209)$为啥这个票我能中签这么多？而京东健康一股没中？

05-30

$蔚来(NIO)$ 作为7年的特斯拉S车主，电池已有12%多损耗，电车用久了，电池衰减无法回避，并且可用里程被锁的死死的，我看好换电，方便，还可以随技术迭代用上高里程电池，也不担心衰减

05-13

$拼多多(PDD)$ 消费升级不是说今天戴劳力士明天换成百达，而是曾经用抹布的人换成了厨房纸，拼多多是价格降级，不过会带领整个世界的消费升级，所以持续给与买入评级

07-17 21:47

美丽国的公司就是容易炒百度你看就炒不起来

“木头姐”再度站台Robotaxi，并霸气喊话：特斯拉股价有望飙涨10倍

2021-10-27

$特斯拉(TSLA)$作为特斯拉老车主，我为啥不敢坚定持有它，确实车子是做的不咋地啊，这不，今天刚刚又断轴了，唉

2021-02-19

$Sundial Growers Inc.(SNDL)$唉，我看到很多人死不认错真的挺悲哀学会认错，学会割肉，是投资最重要的一件事然后要分清楚投资和投机的区别，不要把这种投机票当投资做，好的麻股明明在眼前，为啥死守呢？可以等下次机会的

2021-07-30

名单没有滴滴，说明滴滴更加完蛋

抱歉，原内容已删除

06-25

$亿航智能(EH)$ 就算未来eh能成为优秀企业，在美股依旧难涨，美帝可能永远都不会有机会产生低空行业，并绝不可能有你的销售市场。

2021-01-09

$蔚来(NIO)$作为17年的特斯拉老韭菜，我想说，蔚来的老车主服务真的吊打特斯拉，这种服务，和新的产品力，我看蔚来还有得涨

2021-07-05

$滴滴(DIDI)$滴滴被锤不是用户隐私问题，而是国安问题，明天一定要逃命

2020-09-23

$Unity Software Inc.(U)$这公司内部人交易买入了8000多万股？这么看好？

2020-11-03

$赫兹(HTZGQ)$看到很多人问怎么卖出。我来科普下:一是打电话下单平仓二是下载IBKR, 也就是盈透，你注册老虎户头的时候是有开通这个账户的，去登录后，刘可以买卖浙票了

2021-08-30

$Faraday Future(FFIE)$百倍不好说，只要能量产了，10倍至少的

2021-05-27

$京东物流(02618)$八蛋，不够利息

2021-03-30

$百融云-W(06608)$杠杆上500w的资金都没中，只能说感谢老虎了

04-02

$纳斯达克(.IXIC)$ 就是到了一个时间节点了

2022-07-21

80亿啊

网信办：滴滴给国家网络安全、数据安全带来严重风险隐患

2021-07-12

$维珍银河(SPCE)$未来潜力巨大，市值才100亿，有啥可慌的

2021-07-05

$腾讯控股(00700)$新低了，等着建仓

2021-07-02

$Global Telecom & Technology(GTT)$退到粉单市场。立马折价的就不知道还有没有机会涨回来了

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百度你看就炒不起来","listText":"美丽国的公司就是容易炒 百度你看就炒不起来","text":"美丽国的公司就是容易炒 百度你看就炒不起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/328421040828584","repostId":"2452970738","repostType":2,"repost":{"id":"2452970738","pubTimestamp":1721186002,"share":"https://www.laohu8.com/m/news/2452970738?lang=&edition=full","pubTime":"2024-07-17 11:13","market":"sh","language":"zh","title":"“木头姐”再度站台Robotaxi，并霸气喊话：特斯拉股价有望飙涨10倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2452970738","media":"智通财经","summary":"智通财经APP获悉，方舟投资管理公司的“木头姐”凯茜·伍德表示，特斯拉进军利润更高的Robotaxi平台业务将推动其股价上涨约10倍。木头姐将Robotaxi生态系统描述为“8万亿至10万亿美元的全球收入机会”，认为特斯拉等平台提供商将分得其中的一半。据上周报道，特斯拉将其计划中的Robotaxi发布时间推迟2个月至10月，为团队留出更多时间制造原型车。木头姐继续对英伟达的天价估值表示怀疑。","content":"<html><head></head><body><p>7月17日，方舟投资管理公司(Ark Investment)的“木头姐”凯茜·伍德(Cathie Wood)表示，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>进军利润更高的Robotaxi平台业务将推动其股价上涨约10倍。木头姐将Robotaxi生态系统描述为“8万亿至10万亿美元的全球收入机会”，认为特斯拉等平台提供商将分得其中的一半。</p><p>她告诉Bloomberg Television和Bloomberg Intelligence，投资者正从单纯将特斯拉视为一家电动汽车制造商，转而认真考虑Robotaxi带来的未来潜力。</p><p>她称，Ark对特斯拉的估值主要基于其自动驾驶潜力，“Robotaxi平台是当今最大的人工智能项目，如果我们是对的，这只股票还有很长的路要走。”</p><p>在木头姐发表上述言论之前，由于全球电动汽车销售放缓，特斯拉今年截至4月22日已下跌近43%，过去两个月的反弹抹去了大部分损失，但其表现仍远远落后于“美股七姐妹”的其他科技巨头。</p><p>值得一提的是，木头姐长期以来一直坚定看好特斯拉，该股也是方舟创新ETF (Ark Innovation ETF)的首选。部分出于赎回因素，该基金今年亏损近9%，资产缩水约三分之一。而<a href=\"https://laohu8.com/S/161125\">标普500</a>指数相比之下却上涨了18%。此外，木头姐以做出夸张的预测而闻名，包括她预测比特币到2030年将达到148万美元。</p><p>木头姐表示，Robotaxi网络将是一个“赢家通吃”的机会，能够以最安全、最快捷的方式将乘客从A地送到B地的供应商将赢得最大的业务份额。她补充说，该网络提供商将能够从其平台上的车队所有者产生的收入中获得30%至50%的份额，从而获得“具有爆炸性现金流的经常性收入”，以及超过50%的利润率。这背离了制造和销售，或“一次性完成”的汽车制造商业模式。</p><p>她说:“我们认为人们忽略了这一点:机会的规模、扩张的速度以及盈利能力”，并补充说，预计特斯拉将引领美国市场。</p><p>上周，特斯拉在规模65亿美元的ARK创新ETF基金中的权重超过了15%。木头姐说，一旦Ark在投资组合中的权重达到10%，通常便不会加仓。虽然持仓或因股价上涨而继续上升，但该公司通常会在股价达到特斯拉的水平之前就开始抛售。</p><p>她说，Ark Invest已通过特斯拉获得不少利润，但也允许其股价飙升至正常上限之外，因为她相信该公司即将分享更多Robotaxi项目的信息。</p><p>据上周报道，特斯拉将其计划中的Robotaxi发布时间推迟2个月至10月，为团队留出更多时间制造原型车。消息发布后，该股下挫8.4%，创下今年1月以来最大单日跌幅。</p><p>不过，木头姐并不担心，“我们可能离Robotaxi的机会越来越近了，而不是更远”，“马斯克想向我们展示一些比8月8日看到的更令人敬畏的东西。他认为，到10月份这是可能的。”</p><p>特斯拉还未获得监管部门让无人驾驶汽车上路的批准，此外，若缺失人类的持续性监督，汽车仍无法完全安全行驶。不过，许多投资者认为，该公司最终将把这项技术推向市场，随着马斯克越愈加乐观的言论，特斯拉股价也随之上涨。</p><p>Ark的估值模型并没有考虑到特斯拉在中国的潜力，以及人形<a href=\"https://laohu8.com/S/300024\">机器人</a>和储能领域的潜力。今年4月，在与中国科技巨头<a href=\"https://laohu8.com/S/BIDU\">百度</a>公司(Baidu Inc.)达成地图和导航协议，并满足数据安全和隐私保护要求后，马斯克原则上获得了中国官员的批准，将其驾驶辅助系统部署到全球最大的汽车市场。</p><p>她提到，随着自动驾驶趋势在运输行业的蔓延，自动驾驶卡车可能将提供点对点服务，并削弱铁路的定价。她补充说，资深投资者沃伦•巴菲特(Warren Buffett)青睐的铁路系统或将“受困于搁浅的资产”。</p><p>木头姐继续对<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)的天价估值表示怀疑。2014年，Ark以4美元的价格买入了这家专注于人工智能的芯片制造商，并一直持有到拆股调整后的近40美元的水平。但在去年美股出现惊人反弹之前，却出售了大部分英伟达股份。</p><p>木头姐认为，将该股推高到目前高度的投资者并未考虑到企业需要多久才能明确如何采用变革性人工智能技术，她说:“在我们看来，这只是太多、太快了。”</p><p><strong>市场集中度</strong></p><p>木头姐称，投资者一直在涌入“美股六巨头”，并推动市场集中度超过1932年的水平。彼时，投资者纷纷涌向AT&amp;T(T.US)等大型股，这些公司具备的庞大现金缓冲和自由现金流被视为更高的在金融危机后的存活概率。然而，与此相反，在随后四年里，小型公司的表现却优于其他公司。</p><p>同样，更高的利率目前也促使投资者转向“华丽六巨头”，因为这些公司拥有大量现金头寸，同时也部分源于其人工智能推动了收入增长。随着利率下降，投资者的风险偏好将扩大到其他拥有颠覆性技术的股票。</p><p>伍德说:“现在不是出售我们策略的好时机。”“我们相信利率会下降，而且下降幅度将比大多数人想象的要大。”</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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Television和Bloomberg Intelligence，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1151897.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"LU0823411888.USD":"法巴消费创新基金 Cap","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4099":"汽车制造商","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4548":"巴美列捷福持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金","SG9999015945.SGD":"LionGlobal Disruptive 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GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","TSLA":"特斯拉","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4588":"碎股","BK4550":"红杉资本持仓","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4551":"寇图资本持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD"},"source_url":"http://www.zhitongcaijing.com/content/detail/1151897.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2452970738","content_text":"7月17日，方舟投资管理公司(Ark Investment)的“木头姐”凯茜·伍德(Cathie Wood)表示，特斯拉进军利润更高的Robotaxi平台业务将推动其股价上涨约10倍。木头姐将Robotaxi生态系统描述为“8万亿至10万亿美元的全球收入机会”，认为特斯拉等平台提供商将分得其中的一半。她告诉Bloomberg Television和Bloomberg Intelligence，投资者正从单纯将特斯拉视为一家电动汽车制造商，转而认真考虑Robotaxi带来的未来潜力。她称，Ark对特斯拉的估值主要基于其自动驾驶潜力，“Robotaxi平台是当今最大的人工智能项目，如果我们是对的，这只股票还有很长的路要走。”在木头姐发表上述言论之前，由于全球电动汽车销售放缓，特斯拉今年截至4月22日已下跌近43%，过去两个月的反弹抹去了大部分损失，但其表现仍远远落后于“美股七姐妹”的其他科技巨头。值得一提的是，木头姐长期以来一直坚定看好特斯拉，该股也是方舟创新ETF (Ark Innovation ETF)的首选。部分出于赎回因素，该基金今年亏损近9%，资产缩水约三分之一。而标普500指数相比之下却上涨了18%。此外，木头姐以做出夸张的预测而闻名，包括她预测比特币到2030年将达到148万美元。木头姐表示，Robotaxi网络将是一个“赢家通吃”的机会，能够以最安全、最快捷的方式将乘客从A地送到B地的供应商将赢得最大的业务份额。她补充说，该网络提供商将能够从其平台上的车队所有者产生的收入中获得30%至50%的份额，从而获得“具有爆炸性现金流的经常性收入”，以及超过50%的利润率。这背离了制造和销售，或“一次性完成”的汽车制造商业模式。她说:“我们认为人们忽略了这一点:机会的规模、扩张的速度以及盈利能力”，并补充说，预计特斯拉将引领美国市场。上周，特斯拉在规模65亿美元的ARK创新ETF基金中的权重超过了15%。木头姐说，一旦Ark在投资组合中的权重达到10%，通常便不会加仓。虽然持仓或因股价上涨而继续上升，但该公司通常会在股价达到特斯拉的水平之前就开始抛售。她说，Ark Invest已通过特斯拉获得不少利润，但也允许其股价飙升至正常上限之外，因为她相信该公司即将分享更多Robotaxi项目的信息。据上周报道，特斯拉将其计划中的Robotaxi发布时间推迟2个月至10月，为团队留出更多时间制造原型车。消息发布后，该股下挫8.4%，创下今年1月以来最大单日跌幅。不过，木头姐并不担心，“我们可能离Robotaxi的机会越来越近了，而不是更远”，“马斯克想向我们展示一些比8月8日看到的更令人敬畏的东西。他认为，到10月份这是可能的。”特斯拉还未获得监管部门让无人驾驶汽车上路的批准，此外，若缺失人类的持续性监督，汽车仍无法完全安全行驶。不过，许多投资者认为，该公司最终将把这项技术推向市场，随着马斯克越愈加乐观的言论，特斯拉股价也随之上涨。Ark的估值模型并没有考虑到特斯拉在中国的潜力，以及人形机器人和储能领域的潜力。今年4月，在与中国科技巨头百度公司(Baidu Inc.)达成地图和导航协议，并满足数据安全和隐私保护要求后，马斯克原则上获得了中国官员的批准，将其驾驶辅助系统部署到全球最大的汽车市场。她提到，随着自动驾驶趋势在运输行业的蔓延，自动驾驶卡车可能将提供点对点服务，并削弱铁路的定价。她补充说，资深投资者沃伦•巴菲特(Warren Buffett)青睐的铁路系统或将“受困于搁浅的资产”。木头姐继续对英伟达(NVDA.US)的天价估值表示怀疑。2014年，Ark以4美元的价格买入了这家专注于人工智能的芯片制造商，并一直持有到拆股调整后的近40美元的水平。但在去年美股出现惊人反弹之前，却出售了大部分英伟达股份。木头姐认为，将该股推高到目前高度的投资者并未考虑到企业需要多久才能明确如何采用变革性人工智能技术，她说:“在我们看来，这只是太多、太快了。”市场集中度木头姐称，投资者一直在涌入“美股六巨头”，并推动市场集中度超过1932年的水平。彼时，投资者纷纷涌向AT&T(T.US)等大型股，这些公司具备的庞大现金缓冲和自由现金流被视为更高的在金融危机后的存活概率。然而，与此相反，在随后四年里，小型公司的表现却优于其他公司。同样，更高的利率目前也促使投资者转向“华丽六巨头”，因为这些公司拥有大量现金头寸，同时也部分源于其人工智能推动了收入增长。随着利率下降，投资者的风险偏好将扩大到其他拥有颠覆性技术的股票。伍德说:“现在不是出售我们策略的好时机。”“我们相信利率会下降，而且下降幅度将比大多数人想象的要大。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327215728394576,"gmtCreate":1720918348996,"gmtModify":1720918350672,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy 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就算未来eh能成为优秀企业，在美股依旧难涨，美帝可能永远都不会有机会产生低空行业，并绝不可能有你的销售市场。","text":"$亿航智能(EH)$ 就算未来eh能成为优秀企业，在美股依旧难涨，美帝可能永远都不会有机会产生低空行业，并绝不可能有你的销售市场。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/320697541025888","isVote":1,"tweetType":1,"viewCount":934,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4120360017010400","authorId":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":7,"crmLevelSwitch":0},"content":"主要在东南亚市场，把中国吃透了估计都够起飞了","text":"主要在东南亚市场，把中国吃透了估计都够起飞了","html":"主要在东南亚市场，把中国吃透了估计都够起飞了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317842226675984,"gmtCreate":1718636820867,"gmtModify":1718636823257,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"他是不是觉得就特斯拉做机器人呢？ 到时候，机器人也会被中国企业卷成白菜价的，哪来这么多市场给你","listText":"他是不是觉得就特斯拉做机器人呢？ 到时候，机器人也会被中国企业卷成白菜价的，哪来这么多市场给你","text":"他是不是觉得就特斯拉做机器人呢？ 到时候，机器人也会被中国企业卷成白菜价的，哪来这么多市场给你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/317842226675984","repostId":"1173938498","repostType":2,"repost":{"id":"1173938498","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1718636273,"share":"https://www.laohu8.com/m/news/1173938498?lang=&edition=full","pubTime":"2024-06-17 22:57","market":"us","language":"zh","title":"特斯拉涨逾4%，马斯克称Optimus业务估值有望达20万至25万亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1173938498","media":"老虎资讯综合","summary":"马斯克认为特斯拉可以成为一家市值30万亿美元的公司。","content":"<html><head></head><body><p>周一，特斯拉“逆市走高”，截至发稿涨幅超4%！消息面上，马斯克上周四在公司年度股东大会上称，当我们达到大规模生产时，特斯拉每年基本上可以从Optimus中获得大约1万亿美元的利润。如果市盈率是20到25倍左右，这意味着Optimus单一业务的估值将达到20万亿到25万亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9930e9bba96c22adb0c892e1e8477899\" tg-width=\"450\" tg-height=\"407\"/></p><p>在“木头姐”的自动驾驶技术估值基础上，马斯克认为特斯拉可以成为一家市值30万亿美元的公司。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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#eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉涨逾4%，马斯克称Optimus业务估值有望达20万至25万亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-06-17 22:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一，特斯拉“逆市走高”，截至发稿涨幅超4%！消息面上，马斯克上周四在公司年度股东大会上称，当我们达到大规模生产时，特斯拉每年基本上可以从Optimus中获得大约1万亿美元的利润。如果市盈率是20到25倍左右，这意味着Optimus单一业务的估值将达到20万亿到25万亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9930e9bba96c22adb0c892e1e8477899\" tg-width=\"450\" tg-height=\"407\"/></p><p>在“木头姐”的自动驾驶技术估值基础上，马斯克认为特斯拉可以成为一家市值30万亿美元的公司。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1e378b795d859ede7725d39f35bd3d46","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173938498","content_text":"周一，特斯拉“逆市走高”，截至发稿涨幅超4%！消息面上，马斯克上周四在公司年度股东大会上称，当我们达到大规模生产时，特斯拉每年基本上可以从Optimus中获得大约1万亿美元的利润。如果市盈率是20到25倍左右，这意味着Optimus单一业务的估值将达到20万亿到25万亿美元。在“木头姐”的自动驾驶技术估值基础上，马斯克认为特斯拉可以成为一家市值30万亿美元的公司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567168757000721","authorId":"3567168757000721","name":"samH","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"卷成白菜的前提是什么，核心技术，如果老马这次学乖了，不开放代码和技术呢？你来卷试试看","text":"卷成白菜的前提是什么，核心技术，如果老马这次学乖了，不开放代码和技术呢？你来卷试试看","html":"卷成白菜的前提是什么，核心技术，如果老马这次学乖了，不开放代码和技术呢？你来卷试试看"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316060163059808,"gmtCreate":1718178368544,"gmtModify":1718178370790,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"换电的春天总会到来，不知你能否等到了","listText":"换电的春天总会到来，不知你能否等到了","text":"换电的春天总会到来，不知你能否等到了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316060163059808","isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311512160825616,"gmtCreate":1717078757909,"gmtModify":1717087802448,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a><v-v data-views=\"0\"></v-v>出了个不像样的车子","text":"$理想汽车(LI)$ 出了个不像样的车子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281067083149608","isVote":1,"tweetType":1,"viewCount":1254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":279592453296296,"gmtCreate":1709281293541,"gmtModify":1709281295079,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"太贵了，哈哈哈","listText":"太贵了，哈哈哈","text":"太贵了，哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/279592453296296","repostId":"1167385247","repostType":2,"repost":{"id":"1167385247","pubTimestamp":1709281145,"share":"https://www.laohu8.com/m/news/1167385247?lang=&edition=full","pubTime":"2024-03-01 16:19","market":"us","language":"zh","title":"理想旗下纯电MPV Mega售价55.98万元","url":"https://stock-news.laohu8.com/highlight/detail?id=1167385247","media":"新浪科技","summary":"理想旗下纯电旗舰MPV Mega正式上市。","content":"<html><head></head><body><p>3月1日下午消息，理想汽车2024春季发布会上，理想汽车首款纯电MPV理想MEGA正式发布。</p><p style=\"text-align: start;\">理想汽车CEO李想表示，理想MEGA仅提供一款配置，理想MEGA Max，全国统一零售价格为55.98万元，将从3月11日开启交付。</p><p style=\"text-align: start;\">外观颜色方面，理想MEGA拥有4种选择，标配灰色金属漆、银色金属漆、熊猫白珍珠漆，可以选装大象灰特别版珍珠漆，选装价格为1万元人民币。内饰有白色和咖色两种选择。</p><p style=\"text-align: start;\">李想表示，理想MEGA要成为50万以上销量第一的产品。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37d096a49a2da8aa203a8f950427632f\" title=\"MEGA\" tg-width=\"2217\" tg-height=\"1307\"/><span>MEGA</span></p></body></html>","source":"sina_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=https://finance.sina.com.cn/tech/shenji/2024-03-01/doc-inakvekf0332624.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月1日下午消息，理想汽车2024春季发布会上，理想汽车首款纯电MPV理想MEGA正式发布。理想汽车CEO李想表示，理想MEGA仅提供一款配置，理想MEGA Max，全国统一零售价格为55.98万元，将从3月11日开启交付。外观颜色方面，理想MEGA拥有4种选择，标配灰色金属漆、银色金属漆、熊猫白珍珠漆，可以选装大象灰特别版珍珠漆，选装价格为1万元人民币。内饰有白色和咖色两种选择。李想表示，理想...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/shenji/2024-03-01/doc-inakvekf0332624.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/717babba2af07b40bf057e75e09c6aba","relate_stocks":{},"source_url":"https://finance.sina.com.cn/tech/shenji/2024-03-01/doc-inakvekf0332624.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167385247","content_text":"3月1日下午消息，理想汽车2024春季发布会上，理想汽车首款纯电MPV理想MEGA正式发布。理想汽车CEO李想表示，理想MEGA仅提供一款配置，理想MEGA Max，全国统一零售价格为55.98万元，将从3月11日开启交付。外观颜色方面，理想MEGA拥有4种选择，标配灰色金属漆、银色金属漆、熊猫白珍珠漆，可以选装大象灰特别版珍珠漆，选装价格为1万元人民币。内饰有白色和咖色两种选择。李想表示，理想MEGA要成为50万以上销量第一的产品。MEGA","news_type":1},"isVote":1,"tweetType":1,"viewCount":520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":392894133,"gmtCreate":1607417165322,"gmtModify":1703847711419,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01209\">$华润万象生活(01209)$</a>为啥这个票我能中签这么多？而京东健康一股没中？","listText":"<a 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换电新车第一天就是衰减12%的电池。还有别动不动就冒充特斯拉车主"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305464117993568,"gmtCreate":1715610710949,"gmtModify":1715842800308,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"1\"></v-v>消费升级不是说今天戴劳力士明天换成百达，而是曾经用抹布的人换成了厨房纸，拼多多是价格降级，不过会带领整个世界的消费升级，所以持续给与买入评级","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"1\"></v-v>消费升级不是说今天戴劳力士明天换成百达，而是曾经用抹布的人换成了厨房纸，拼多多是价格降级，不过会带领整个世界的消费升级，所以持续给与买入评级","text":"$拼多多(PDD)$ 消费升级不是说今天戴劳力士明天换成百达，而是曾经用抹布的人换成了厨房纸，拼多多是价格降级，不过会带领整个世界的消费升级，所以持续给与买入评级","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305464117993568","isVote":1,"tweetType":1,"viewCount":1155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328421040828584,"gmtCreate":1721224066576,"gmtModify":1721224068944,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"美丽国的公司就是容易炒 百度你看就炒不起来","listText":"美丽国的公司就是容易炒 百度你看就炒不起来","text":"美丽国的公司就是容易炒 百度你看就炒不起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/328421040828584","repostId":"2452970738","repostType":2,"repost":{"id":"2452970738","pubTimestamp":1721186002,"share":"https://www.laohu8.com/m/news/2452970738?lang=&edition=full","pubTime":"2024-07-17 11:13","market":"sh","language":"zh","title":"“木头姐”再度站台Robotaxi，并霸气喊话：特斯拉股价有望飙涨10倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2452970738","media":"智通财经","summary":"智通财经APP获悉，方舟投资管理公司的“木头姐”凯茜·伍德表示，特斯拉进军利润更高的Robotaxi平台业务将推动其股价上涨约10倍。木头姐将Robotaxi生态系统描述为“8万亿至10万亿美元的全球收入机会”，认为特斯拉等平台提供商将分得其中的一半。据上周报道，特斯拉将其计划中的Robotaxi发布时间推迟2个月至10月，为团队留出更多时间制造原型车。木头姐继续对英伟达的天价估值表示怀疑。","content":"<html><head></head><body><p>7月17日，方舟投资管理公司(Ark Investment)的“木头姐”凯茜·伍德(Cathie Wood)表示，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>进军利润更高的Robotaxi平台业务将推动其股价上涨约10倍。木头姐将Robotaxi生态系统描述为“8万亿至10万亿美元的全球收入机会”，认为特斯拉等平台提供商将分得其中的一半。</p><p>她告诉Bloomberg Television和Bloomberg Intelligence，投资者正从单纯将特斯拉视为一家电动汽车制造商，转而认真考虑Robotaxi带来的未来潜力。</p><p>她称，Ark对特斯拉的估值主要基于其自动驾驶潜力，“Robotaxi平台是当今最大的人工智能项目，如果我们是对的，这只股票还有很长的路要走。”</p><p>在木头姐发表上述言论之前，由于全球电动汽车销售放缓，特斯拉今年截至4月22日已下跌近43%，过去两个月的反弹抹去了大部分损失，但其表现仍远远落后于“美股七姐妹”的其他科技巨头。</p><p>值得一提的是，木头姐长期以来一直坚定看好特斯拉，该股也是方舟创新ETF (Ark Innovation ETF)的首选。部分出于赎回因素，该基金今年亏损近9%，资产缩水约三分之一。而<a href=\"https://laohu8.com/S/161125\">标普500</a>指数相比之下却上涨了18%。此外，木头姐以做出夸张的预测而闻名，包括她预测比特币到2030年将达到148万美元。</p><p>木头姐表示，Robotaxi网络将是一个“赢家通吃”的机会，能够以最安全、最快捷的方式将乘客从A地送到B地的供应商将赢得最大的业务份额。她补充说，该网络提供商将能够从其平台上的车队所有者产生的收入中获得30%至50%的份额，从而获得“具有爆炸性现金流的经常性收入”，以及超过50%的利润率。这背离了制造和销售，或“一次性完成”的汽车制造商业模式。</p><p>她说:“我们认为人们忽略了这一点:机会的规模、扩张的速度以及盈利能力”，并补充说，预计特斯拉将引领美国市场。</p><p>上周，特斯拉在规模65亿美元的ARK创新ETF基金中的权重超过了15%。木头姐说，一旦Ark在投资组合中的权重达到10%，通常便不会加仓。虽然持仓或因股价上涨而继续上升，但该公司通常会在股价达到特斯拉的水平之前就开始抛售。</p><p>她说，Ark Invest已通过特斯拉获得不少利润，但也允许其股价飙升至正常上限之外，因为她相信该公司即将分享更多Robotaxi项目的信息。</p><p>据上周报道，特斯拉将其计划中的Robotaxi发布时间推迟2个月至10月，为团队留出更多时间制造原型车。消息发布后，该股下挫8.4%，创下今年1月以来最大单日跌幅。</p><p>不过，木头姐并不担心，“我们可能离Robotaxi的机会越来越近了，而不是更远”，“马斯克想向我们展示一些比8月8日看到的更令人敬畏的东西。他认为，到10月份这是可能的。”</p><p>特斯拉还未获得监管部门让无人驾驶汽车上路的批准，此外，若缺失人类的持续性监督，汽车仍无法完全安全行驶。不过，许多投资者认为，该公司最终将把这项技术推向市场，随着马斯克越愈加乐观的言论，特斯拉股价也随之上涨。</p><p>Ark的估值模型并没有考虑到特斯拉在中国的潜力，以及人形<a href=\"https://laohu8.com/S/300024\">机器人</a>和储能领域的潜力。今年4月，在与中国科技巨头<a href=\"https://laohu8.com/S/BIDU\">百度</a>公司(Baidu Inc.)达成地图和导航协议，并满足数据安全和隐私保护要求后，马斯克原则上获得了中国官员的批准，将其驾驶辅助系统部署到全球最大的汽车市场。</p><p>她提到，随着自动驾驶趋势在运输行业的蔓延，自动驾驶卡车可能将提供点对点服务，并削弱铁路的定价。她补充说，资深投资者沃伦•巴菲特(Warren Buffett)青睐的铁路系统或将“受困于搁浅的资产”。</p><p>木头姐继续对<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)的天价估值表示怀疑。2014年，Ark以4美元的价格买入了这家专注于人工智能的芯片制造商，并一直持有到拆股调整后的近40美元的水平。但在去年美股出现惊人反弹之前，却出售了大部分英伟达股份。</p><p>木头姐认为，将该股推高到目前高度的投资者并未考虑到企业需要多久才能明确如何采用变革性人工智能技术，她说:“在我们看来，这只是太多、太快了。”</p><p><strong>市场集中度</strong></p><p>木头姐称，投资者一直在涌入“美股六巨头”，并推动市场集中度超过1932年的水平。彼时，投资者纷纷涌向AT&amp;T(T.US)等大型股，这些公司具备的庞大现金缓冲和自由现金流被视为更高的在金融危机后的存活概率。然而，与此相反，在随后四年里，小型公司的表现却优于其他公司。</p><p>同样，更高的利率目前也促使投资者转向“华丽六巨头”，因为这些公司拥有大量现金头寸，同时也部分源于其人工智能推动了收入增长。随着利率下降，投资者的风险偏好将扩大到其他拥有颠覆性技术的股票。</p><p>伍德说:“现在不是出售我们策略的好时机。”“我们相信利率会下降，而且下降幅度将比大多数人想象的要大。”</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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Television和Bloomberg Intelligence，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1151897.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"LU0823411888.USD":"法巴消费创新基金 Cap","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4099":"汽车制造商","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4548":"巴美列捷福持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金","SG9999015945.SGD":"LionGlobal Disruptive 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Future(FFIE)$</a>百倍不好说，只要能量产了，10倍至少的","text":"$Faraday Future(FFIE)$百倍不好说，只要能量产了，10倍至少的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/811560964","isVote":1,"tweetType":1,"viewCount":3116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":132271120,"gmtCreate":1622095472160,"gmtModify":1622095472160,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02618\">$京东物流(02618)$</a>八蛋，不够利息","listText":"<a href=\"https://laohu8.com/S/02618\">$京东物流(02618)$</a>八蛋，不够利息","text":"$京东物流(02618)$八蛋，不够利息","images":[{"img":"https://static.tigerbbs.com/7a487eaa12122d9c3c682f5a9fe0fe0f","width":"729","height":"1134"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/132271120","isVote":1,"tweetType":1,"viewCount":1289,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561697590738542","authorId":"3561697590738542","name":"菲菲菲988","avatar":"https://static.tigerbbs.com/5de825fd46305388f9e850f9cb1dc341","crmLevel":5,"crmLevelSwitch":0},"content":"打了多少股？","text":"打了多少股？","html":"打了多少股？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":355406212,"gmtCreate":1617092433936,"gmtModify":1617092433936,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06608\">$百融云-W(06608)$</a>杠杆上500w的资金都没中，只能说感谢老虎了","listText":"<a href=\"https://laohu8.com/S/06608\">$百融云-W(06608)$</a>杠杆上500w的资金都没中，只能说感谢老虎了","text":"$百融云-W(06608)$杠杆上500w的资金都没中，只能说感谢老虎了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/355406212","isVote":1,"tweetType":1,"viewCount":1566,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3462825647080651","authorId":"3462825647080651","name":"inner peace","avatar":"https://static.tigerbbs.com/174f59ef67056ccbc1d18d98bf0961e0","crmLevel":1,"crmLevelSwitch":0},"content":"怎么可能，30手稳中1手，30手资金也就45W，500W不是甲尾就是乙头，怎么可能没中，老虎还没分配完吧[邪恶]","text":"怎么可能，30手稳中1手，30手资金也就45W，500W不是甲尾就是乙头，怎么可能没中，老虎还没分配完吧[邪恶]","html":"怎么可能，30手稳中1手，30手资金也就45W，500W不是甲尾就是乙头，怎么可能没中，老虎还没分配完吧[邪恶]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290981704208448,"gmtCreate":1712066399545,"gmtModify":1712066400759,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a><v-v data-views=\"0\"></v-v>就是到了一个时间节点了","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a><v-v data-views=\"0\"></v-v>就是到了一个时间节点了","text":"$纳斯达克(.IXIC)$ 就是到了一个时间节点了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/290981704208448","isVote":1,"tweetType":1,"viewCount":1367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":686506493,"gmtCreate":1658380384914,"gmtModify":1704869795846,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"80亿啊","listText":"80亿啊","text":"80亿啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/686506493","repostId":"1181687339","repostType":2,"repost":{"id":"1181687339","pubTimestamp":1658379831,"share":"https://www.laohu8.com/m/news/1181687339?lang=&edition=full","pubTime":"2022-07-21 13:03","market":"other","language":"zh","title":"网信办：滴滴给国家网络安全、数据安全带来严重风险隐患","url":"https://stock-news.laohu8.com/highlight/detail?id=1181687339","media":"网信办","summary":"对滴滴全球股份有限公司处人民币80.26亿元罚款。","content":"<html><head></head><body><p>7月21日周四，滴滴盘前在粉单市场一度涨超6%。今日消息，国家互联网信息办公室依据《网络安全法》《数据安全法》《个人信息保护法》《行政处罚法》等法律法规，对滴滴全球股份有限公司处人民币80.26亿元罚款，对滴滴全球股份有限公司董事长兼CEO程维、总裁柳青各处人民币100万元罚款。</p><p><img src=\"https://static.tigerbbs.com/44da74fdadb7c5906e5932d26ca0a316\" tg-width=\"800\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p>网信办：经查明，滴滴公司共存在16项违法事实，归纳起来主要是8个方面。包括违法收集用户手机相册中的截图信息1196.39万条、过度收集乘客人脸识别信息1.07亿条、年龄段信息5350.92万条、职业信息1633.56万条、亲情关系信息138.29万条、“家”和“公司”打车地址信息1.53亿条等。</p><p>对此，滴滴表示：今天，国家互联网信息办公室对滴滴全球股份有限公司依法作出网络安全审查相关行政处罚的决定，对此我们诚恳接受，坚决服从，严格按照处罚决定和相关法律法规要求，全面深入自查，积极配合监管，认真完成整改。</p><p><img src=\"https://static.tigerbbs.com/45b132f1f178a3cfdfcccae760075ccb\" tg-width=\"1440\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/ef0cfda0dc8c8a0ed267cef29ab04c9c\" tg-width=\"866\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/><b>国家互联网信息办公室有关负责人就对滴滴全球股份有限公司依法作出网络安全审查相关行政处罚的决定答记者问</b></p><p>7月21日，国家互联网信息办公室公布对滴滴全球股份有限公司（以下简称“滴滴公司”）依法作出网络安全审查相关行政处罚的决定。国家互联网信息办公室有关负责人就案件相关问题回答了记者提问。</p><p>一、问：请简要介绍案件的背景和调查经过？</p><p>答：2021年7月，为防范国家数据安全风险，维护国家安全，保障公共利益，依据《国家安全法》《网络安全法》，网络安全审查办公室按照《网络安全审查办法》对滴滴公司实施网络安全审查。</p><p>根据网络安全审查结论及发现的问题和线索，国家互联网信息办公室依法对滴滴公司涉嫌违法行为进行立案调查。期间，国家互联网信息办公室进行了调查询问、技术取证，责令滴滴公司提交了相关证据材料，对本案证据材料深入核查分析，并充分听取滴滴公司意见，保障滴滴公司合法权利。经查实，滴滴公司违反《网络安全法》《数据安全法》《个人信息保护法》的违法违规行为事实清楚、证据确凿、情节严重、性质恶劣，应当从严从重予以处罚。</p><p>二、问：滴滴公司存在哪些违法违规行为？</p><p>答：经查明，滴滴公司共存在16项违法事实，归纳起来主要是8个方面。一是违法收集用户手机相册中的截图信息1196.39万条；二是过度收集用户剪切板信息、应用列表信息83.23亿条；三是过度收集乘客人脸识别信息1.07亿条、年龄段信息5350.92万条、职业信息1633.56万条、亲情关系信息138.29万条、“家”和“公司”打车地址信息1.53亿条；四是过度收集乘客评价代驾服务时、App后台运行时、手机连接桔视记录仪设备时的精准位置（经纬度）信息1.67亿条；五是过度收集司机学历信息14.29万条，以明文形式存储司机身份证号信息5780.26万条；六是在未明确告知乘客情况下分析乘客出行意图信息539.76亿条、常驻城市信息15.38亿条、异地商务/异地旅游信息3.04亿条；七是在乘客使用顺风车服务时频繁索取无关的“电话权限”；八是未准确、清晰说明用户设备信息等19项个人信息处理目的。</p><p>此前，网络安全审查还发现，滴滴公司存在严重影响国家安全的数据处理活动，以及拒不履行监管部门的明确要求，阳奉阴违、恶意逃避监管等其他违法违规问题。滴滴公司违法违规运营给国家关键信息基础设施安全和数据安全带来严重安全风险隐患。因涉及国家安全，依法不公开。</p><p>三、问：本案的违法主体是如何认定的？</p><p>答：滴滴公司成立于2013年1月，相关境内业务线主要包括网约车、顺风车、两轮车、造车等，相关产品包括滴滴出行App、滴滴车主App、滴滴顺风车App、滴滴企业版App等41款App。</p><p>滴滴公司对境内各业务线重大事项具有最高决策权，制定的企业内部制度规范对境内各业务线全部适用，且对落实情况负监督管理责任。该公司通过滴滴信息与数据安全委员会及其下设的个人信息保护委员会、数据安全委员会，参与网约车、顺风车等业务线相关行为的决策指导、监督管理，各业务线违法行为是在该公司统一决策和部署下的具体落实。据此，本案违法行为主体认定为滴滴公司。</p><p>滴滴公司董事长兼CEO程维、总裁柳青，对违法行为负主管责任。</p><p>四、问：对滴滴公司作出网络安全审查相关行政处罚的决定的主要依据是什么？</p><p>答：此次对滴滴公司的网络安全审查相关行政处罚，与一般的行政处罚不同，具有特殊性。滴滴公司违法违规行为情节严重，结合网络安全审查情况，应当予以从严从重处罚。一是从违法行为的性质看，<b>滴滴公司未按照相关法律法规规定和监管部门要求，履行网络安全、数据安全、个人信息保护义务，置国家网络安全、数据安全于不顾，给国家网络安全、数据安全带来严重的风险隐患，且在监管部门责令改正情况下，仍未进行全面深入整改，性质极为恶劣。</b>二是从违法行为的持续时间看，滴滴公司相关违法行为最早开始于2015年6月，持续至今，时间长达7年，持续违反2017年6月实施的《网络安全法》、2021年9月实施的《数据安全法》和2021年11月实施的《个人信息保护法》。三是从违法行为的危害看，滴滴公司通过违法手段收集用户剪切板信息、相册中的截图信息、亲情关系信息等个人信息，严重侵犯用户隐私，严重侵害用户个人信息权益。四是从违法处理个人信息的数量看，滴滴公司违法处理个人信息达647.09亿条，数量巨大，其中包括人脸识别信息、精准位置信息、身份证号等多类敏感个人信息。五是从违法处理个人信息的情形看，滴滴公司违法行为涉及多个App，涵盖过度收集个人信息、强制收集敏感个人信息、App频繁索权、未尽个人信息处理告知义务、未尽网络安全数据安全保护义务等多种情形。</p><p>综合考虑滴滴公司违法行为的性质、持续时间、危害及情形，对滴滴公司作出网络安全审查相关行政处罚的决定的主要依据是《网络安全法》《数据安全法》《个人信息保护法》《行政处罚法》等有关规定。</p><p>五、问：下一步网络执法的重点方向和领域有哪些？</p><p>答：近年来，国家不断加强对网络安全、数据安全、个人信息的保护力度，先后颁布了《网络安全法》《数据安全法》《个人信息保护法》《关键信息基础设施安全保护条例》《网络安全审查办法》《数据出境安全评估办法》等法律法规。网信部门将依法加大网络安全、数据安全、个人信息保护等领域执法力度，通过执法约谈、责令改正、警告、通报批评、罚款、责令暂停相关业务、停业整顿、关闭网站、下架、处理责任人等处置处罚措施，依法打击危害国家网络安全、数据安全、侵害公民个人信息等违法行为，切实维护国家网络安全、数据安全和社会公共利益，有力保障广大人民群众合法权益。同时，加大典型案例曝光力度，形成强大声势和有力震慑，做到查处一案、警示一片，教育引导互联网企业依法合规运营，促进企业健康规范有序发展。</p></body></html>","source":"lsy1625840125381","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n网信办：滴滴给国家网络安全、数据安全带来严重风险隐患\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-21 13:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.cac.gov.cn/2022-07/21/c_1660021534306352.htm><strong>网信办</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月21日周四，滴滴盘前在粉单市场一度涨超6%。今日消息，国家互联网信息办公室依据《网络安全法》《数据安全法》《个人信息保护法》《行政处罚法》等法律法规，对滴滴全球股份有限公司处人民币80.26亿元罚款，对滴滴全球股份有限公司董事长兼CEO程维、总裁柳青各处人民币100万元罚款。网信办：经查明，滴滴公司共存在16项违法事实，归纳起来主要是8个方面。包括违法收集用户手机相册中的截图信息1196.39...</p>\n\n<a href=\"http://www.cac.gov.cn/2022-07/21/c_1660021534306352.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/90e9b3b1ac56aae7290447c10b3ea865","relate_stocks":{"DIDIY":"DiDi Global Inc.","DIDI":"滴滴(已退市)"},"source_url":"http://www.cac.gov.cn/2022-07/21/c_1660021534306352.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181687339","content_text":"7月21日周四，滴滴盘前在粉单市场一度涨超6%。今日消息，国家互联网信息办公室依据《网络安全法》《数据安全法》《个人信息保护法》《行政处罚法》等法律法规，对滴滴全球股份有限公司处人民币80.26亿元罚款，对滴滴全球股份有限公司董事长兼CEO程维、总裁柳青各处人民币100万元罚款。网信办：经查明，滴滴公司共存在16项违法事实，归纳起来主要是8个方面。包括违法收集用户手机相册中的截图信息1196.39万条、过度收集乘客人脸识别信息1.07亿条、年龄段信息5350.92万条、职业信息1633.56万条、亲情关系信息138.29万条、“家”和“公司”打车地址信息1.53亿条等。对此，滴滴表示：今天，国家互联网信息办公室对滴滴全球股份有限公司依法作出网络安全审查相关行政处罚的决定，对此我们诚恳接受，坚决服从，严格按照处罚决定和相关法律法规要求，全面深入自查，积极配合监管，认真完成整改。国家互联网信息办公室有关负责人就对滴滴全球股份有限公司依法作出网络安全审查相关行政处罚的决定答记者问7月21日，国家互联网信息办公室公布对滴滴全球股份有限公司（以下简称“滴滴公司”）依法作出网络安全审查相关行政处罚的决定。国家互联网信息办公室有关负责人就案件相关问题回答了记者提问。一、问：请简要介绍案件的背景和调查经过？答：2021年7月，为防范国家数据安全风险，维护国家安全，保障公共利益，依据《国家安全法》《网络安全法》，网络安全审查办公室按照《网络安全审查办法》对滴滴公司实施网络安全审查。根据网络安全审查结论及发现的问题和线索，国家互联网信息办公室依法对滴滴公司涉嫌违法行为进行立案调查。期间，国家互联网信息办公室进行了调查询问、技术取证，责令滴滴公司提交了相关证据材料，对本案证据材料深入核查分析，并充分听取滴滴公司意见，保障滴滴公司合法权利。经查实，滴滴公司违反《网络安全法》《数据安全法》《个人信息保护法》的违法违规行为事实清楚、证据确凿、情节严重、性质恶劣，应当从严从重予以处罚。二、问：滴滴公司存在哪些违法违规行为？答：经查明，滴滴公司共存在16项违法事实，归纳起来主要是8个方面。一是违法收集用户手机相册中的截图信息1196.39万条；二是过度收集用户剪切板信息、应用列表信息83.23亿条；三是过度收集乘客人脸识别信息1.07亿条、年龄段信息5350.92万条、职业信息1633.56万条、亲情关系信息138.29万条、“家”和“公司”打车地址信息1.53亿条；四是过度收集乘客评价代驾服务时、App后台运行时、手机连接桔视记录仪设备时的精准位置（经纬度）信息1.67亿条；五是过度收集司机学历信息14.29万条，以明文形式存储司机身份证号信息5780.26万条；六是在未明确告知乘客情况下分析乘客出行意图信息539.76亿条、常驻城市信息15.38亿条、异地商务/异地旅游信息3.04亿条；七是在乘客使用顺风车服务时频繁索取无关的“电话权限”；八是未准确、清晰说明用户设备信息等19项个人信息处理目的。此前，网络安全审查还发现，滴滴公司存在严重影响国家安全的数据处理活动，以及拒不履行监管部门的明确要求，阳奉阴违、恶意逃避监管等其他违法违规问题。滴滴公司违法违规运营给国家关键信息基础设施安全和数据安全带来严重安全风险隐患。因涉及国家安全，依法不公开。三、问：本案的违法主体是如何认定的？答：滴滴公司成立于2013年1月，相关境内业务线主要包括网约车、顺风车、两轮车、造车等，相关产品包括滴滴出行App、滴滴车主App、滴滴顺风车App、滴滴企业版App等41款App。滴滴公司对境内各业务线重大事项具有最高决策权，制定的企业内部制度规范对境内各业务线全部适用，且对落实情况负监督管理责任。该公司通过滴滴信息与数据安全委员会及其下设的个人信息保护委员会、数据安全委员会，参与网约车、顺风车等业务线相关行为的决策指导、监督管理，各业务线违法行为是在该公司统一决策和部署下的具体落实。据此，本案违法行为主体认定为滴滴公司。滴滴公司董事长兼CEO程维、总裁柳青，对违法行为负主管责任。四、问：对滴滴公司作出网络安全审查相关行政处罚的决定的主要依据是什么？答：此次对滴滴公司的网络安全审查相关行政处罚，与一般的行政处罚不同，具有特殊性。滴滴公司违法违规行为情节严重，结合网络安全审查情况，应当予以从严从重处罚。一是从违法行为的性质看，滴滴公司未按照相关法律法规规定和监管部门要求，履行网络安全、数据安全、个人信息保护义务，置国家网络安全、数据安全于不顾，给国家网络安全、数据安全带来严重的风险隐患，且在监管部门责令改正情况下，仍未进行全面深入整改，性质极为恶劣。二是从违法行为的持续时间看，滴滴公司相关违法行为最早开始于2015年6月，持续至今，时间长达7年，持续违反2017年6月实施的《网络安全法》、2021年9月实施的《数据安全法》和2021年11月实施的《个人信息保护法》。三是从违法行为的危害看，滴滴公司通过违法手段收集用户剪切板信息、相册中的截图信息、亲情关系信息等个人信息，严重侵犯用户隐私，严重侵害用户个人信息权益。四是从违法处理个人信息的数量看，滴滴公司违法处理个人信息达647.09亿条，数量巨大，其中包括人脸识别信息、精准位置信息、身份证号等多类敏感个人信息。五是从违法处理个人信息的情形看，滴滴公司违法行为涉及多个App，涵盖过度收集个人信息、强制收集敏感个人信息、App频繁索权、未尽个人信息处理告知义务、未尽网络安全数据安全保护义务等多种情形。综合考虑滴滴公司违法行为的性质、持续时间、危害及情形，对滴滴公司作出网络安全审查相关行政处罚的决定的主要依据是《网络安全法》《数据安全法》《个人信息保护法》《行政处罚法》等有关规定。五、问：下一步网络执法的重点方向和领域有哪些？答：近年来，国家不断加强对网络安全、数据安全、个人信息的保护力度，先后颁布了《网络安全法》《数据安全法》《个人信息保护法》《关键信息基础设施安全保护条例》《网络安全审查办法》《数据出境安全评估办法》等法律法规。网信部门将依法加大网络安全、数据安全、个人信息保护等领域执法力度，通过执法约谈、责令改正、警告、通报批评、罚款、责令暂停相关业务、停业整顿、关闭网站、下架、处理责任人等处置处罚措施，依法打击危害国家网络安全、数据安全、侵害公民个人信息等违法行为，切实维护国家网络安全、数据安全和社会公共利益，有力保障广大人民群众合法权益。同时，加大典型案例曝光力度，形成强大声势和有力震慑，做到查处一案、警示一片，教育引导互联网企业依法合规运营，促进企业健康规范有序发展。","news_type":1},"isVote":1,"tweetType":1,"viewCount":965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":146747420,"gmtCreate":1626101146260,"gmtModify":1626101146260,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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